AFAIK the MFA program doesn’t require you to reveal your IP at all. It does require you to add a chip which adds nontrivial cost to your BOM and takes up a nontrivial amount of space and power, things Apple doesn’t need to do for their own products as that’s neatly integrated in SW.

So it does give Apple a meaningful advantage in any space they want to start competing with a partner, but access to IP is not it. Being able to run BI on your app and class of apps to understand market opportunity is also a thing they can do (and do) to understand if a space is worth competing in / focusing on.